thinkbridge
Project Stakeholders
- Managing Partner
- Vice President – Client Services
Who will we be setting meetings for? (get name, email, desk number and cell if needed)
- tbd
- … will sit in on calls occasionally, invite them to internal (sales@thinkbridge)
Mission:
- We help growth-stage companies scale and increase their enterprise value by improving their ability to increase their operational efficiency and launching market-leading products, using technology.
Services:
- Strategy
- Software • Data Science
STRATEGY
technofogy strategy sennces tnciude research and planning, dialtizatjon strcteges, enterprise architecture. and product
What CRM do you use?
- Salesforce SOFTWARE
We use modern development practices + the best talent + process discioline to deliver reliable, secure. and beautiful software-
DATA SCIENCE
We combine the power ot your data with specific techniques and solutions that uncover? critical inscghts tor your business.
What email system do you use?
- Office 365
What seniority level do you typically reach out to?
- C-suite
- Director
What titles do you want us to reach out to?
• CEO
President
- CFO
• CMO
- CTO(For general campaign only)
Who are your target I niche industries?
- People Services
- Talent Agencies
- Billing
- Banking
- Card Management Systems
- Health and Wellness
- Education
- Energy and Utilities
- Fintech
What size companies?
- Revenue range-10-99 Million
- Employee # range-?
What will the focus of the meetings be?
- The focus will be on 2 campaigns for thinkbridge. We will have 1 campaign foepriva&•-• equityfirms and the seconf campaign will focus on a general campaign with a target list including tech
What are the full offerings that we can pivot to (secondary selling points)?
Messaging – For each one of our targets, what is the angle we should take on messaging to them? What is it about your service that will appeal or trigger interest in a conversation with your team? What is your secret sauce?
What are the key phrases, or verbiage that our team should know, when talking to your niche targets?
- Driving Transformational Growttf
Thinkbridge is how growth-stage companies tum into tech disruptors. We provide world-class technology strategy, development, maintenance, and data science all in one place. Our work has helped our clients create innovation that drives transformational growth and increases valuations.
View thinkhcidge–ccip!
Product I Offering training information/links—
AWAF Calls “Are We A Fit?” Qualifying Call I Handoff Process—
What are the QDP’s (qualification data points), that we need to use to qualify a meeting to send to your team? (ie. They use a certain system, they have a certain number of users, they have data that needs to move to the cloud)
- We will use Zoom as the bridge to meet, each sdr has their own Zoom account
Calendar information:
calendar link – https://calendly.com/thinkbridge/vip.
Once meeting is set, how do we send information to the client team?
Via Email:
- Invite Anand (nad@t-jn.khci.dgen.m) to external
- Invite Anand and sales@thinkbridge to internal
thinkbridge ProphetLogIc SDR as a Service Kickoff Meeting Agenda
Meeting Date: Monday, May 16 | 2:30PM tastem Location: Google Meot Attendees:
- thinkbndgo (Managing Pnttnor).(Vice Cliant Services)
- Anthony Crilly, IMC Business Consulting Group
Objective of tho meeting: Donne systems, integration training for SDR as a Service campaigns.
Discussion Points
- Introductions S General Overview
- Target Audiences:
- Discussion of potential target audiences ror campaigns
Discuss Zoomlnfo-generated or other target company lists o Tides of Influencers. Decision Makers and Decision-Appmvers at Target
(Prospects that need software development and data science help as well as private equity firms)
- Do not contact list for email exclusion
- Script and Email Messaging
- Discussion: For each one of our targets, what is the angle we should take on messaging to them? What is it about your service that will appeal or trigger interest in a conversation with your team?
- “Are We A Fit?” Qualifying Call / Handoff Process
- Discuss “Are We A Fit?” Handoff Call Process
- Discuss who at thinkbridge we should coordinate with when we get an AWAF mooting opportunity (single POC who assigns, AE round robin. sales territories, single rep, etc) Discuss Calendar sharing (Calendly)
- Discuss preferred conference bridge for meetings
- Sales Tools Technical Details
- SDR emails on thinkbridge’s primary domain name or a secondary name o Pros and Cons of each
Google Apps vs Office 365
- Email orchestration tools o SalesLoft
- ProphetLogic CRM
- Product I Service Training
The SDR team will be more effective if they are trained technically to the extent that they understand the value you offer and enough about basics that they can engage in a surface-level conversation with a prospect to convince them a discussion with the sales team is worthwhile. They don’t need to be able to sell your service, but they need to be able to speak to the idea of why it’s a valuable use of 15-20 minutes to consider your service.
Discussion of how to do this – can be a combination of YouTube videos, a conference call, or training programs you already have on hand.
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